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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-03-27 |
Branch Locations
One Blue Hill Plaza #1509-75, Pearl River, NY 10965 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Waskow Group Dba | Barre | VT | 04/1987 | Present |
| Foresters Equity | San Diego | CA | 04/2015 | 10/2018 |
| Lifemark Securities Corp. | Rochester | NY | 10/2018 | Present |
| Twg Consulting Group Dba | Barre | VT | 10/1992 | Present |
| Bookkeeping | Barre | VT | 04/2007 | Present |
| Paralegal Services | Barre | VT | 10/2007 | Present |
DBA: THE WASKOW GROUP AND TWG CONSULTING GROUP - 71 Orange St., PO BOX 648, BARRE, VT 05641/ same address for Bookkeeping & Paralegal services. 1. THE WASKOW GROUP; INVESTMENT RELATED; OWNER & independent insurance agent; 30 HOURS PER WEEK; START DATE: 4/1987; SALES AND SERVICES OF INSURANCE, employee benefits design/ 2. TWG Consulting Group, OWNER, NON-INVESTMENT RELATED, marketing and sales consulting of a non financial nature coaching & idea generation, 10-15 HOURS PER WEEK, START DATE, 10/1992/ 3. BOOKKEEPING FOR RETAIL CLIENTS- not investment related, administrative and non fiduciary./START DATE, 4/2007 4. Paralegal services, not investment related, administrative and research/START DATE, 10/2007 5. President - Northern New England Museum of Contemporary Art, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-09 |
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